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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,580 | $53,841+107.2% | $75,731+47.3% | $85,851+30.0% |
| Participation rate | 90.4% | 69.0%+21.3pp | 74.8%+15.6pp | 69.3%+21.1pp |
| Annual return | 15.27% | 24.54%-9.3pp | 104.65%-89.4pp | 318.63%-303.4pp |
| Employer contribution / active EE | $5,168 | $2,017+156.2% | $2,743+88.4% | $2,565+101.5% |
| Participant deferral / active EE | $4,740 | $2,895+63.7% | $3,820+24.1% | $3,952+19.9% |
| Admin fee / account holder | $1,586 | $3,340-52.5% | $3,620-56.2% | $6,261-74.7% |